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How to Create a Consolidated Invoice

Loren Written by Loren
... on a jubilant June day.

If you’re invoicing multiple clients with the same third-party payer,  you can create a consolidated invoice, showing all clients (whether single or multiple) with the same payer.

Enable Consolidated Invoicing on your Account

1. Navigate to Setup.

2. In Extensions, head to Advanced.

3. Toggle on Consolidated Billing.


Enable Consolidated Invoicing for your Payers

1. Navigate to Contacts.

2. Choose the Contact for whom you want to enable Consolidated Billing.

3. Once you have clicked on the Payer, then tick the Consolidated button to ensure that you can create consolidated invoices for this Payer.


Creating a Consolidated Invoice

1. Navigate to Manage.

2. Under Administration, click on Invoices.

3. Tick All Locations or click on the Selection box to choose specific locations.

4.  Select the Invoice Type which is the Payer of the invoice.

You will need to ensure that the invoices that you want to consolidate have the same Payer, otherwise no option to consolidate will appear.

5. Select the Invoice Status – unpaid invoices, all active invoices or voided invoices.

6. Select the date range for invoices.

7. Click Generate.

This will generate a list of your invoices.

8. To consolidate these invoices, click Consolidate Invoices underneath your list of invoices.

9. Your consolidated invoice will appear in the Consolidated tab, next to Invoices.



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